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Christies_Photo
February 21, 2022
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Location Reporting

  • February 21, 2022
  • 1 reply
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Hi there,

 

I need to run a report by location.  We track our services by city of service.  We have a location field on our customer invoices.  I have looked at all the reports by QuickBooks in Sales, Customers, Item lists, but I cannot find a way to fine tune my reporting by location.  Is there a way?

 

Thanks.

Best answer by Giovann_G

Hello, Christies_Photo.

 

I'll help you run a report by location in QuickBooks Desktop.

 

You can pull up a specific report and customize it to add the location column. Also, you can filter your report to track the service by location. I'll show you how.

 

  1. Go to the Reports menu.
  2. Select the specific reports you want to run.
  3. Click the Customize Report button.
  4. In the Display tab, checkmark the Location to add a column for location.
  5. Go to the Filter tab, then select the Location and enter the city you want to track on the location box.
  6. Once done, hit OK.

 

Repeat the same process for the other location. Then, you can export your report to Excel and from there you can combine the information.

 

You can check this article about customizing the report: Customize reports in QuickBooks Desktop 

 

In addition, you can visit our Help articles page for reference in case you want to learn some tips on managing your QuickBooks Desktop.

 

Don't hesitate to drop your comment below if need further assistance with the reports. Have a nice day!

1 reply

G
Giovann_GAnswer
February 21, 2022

Hello, Christies_Photo.

 

I'll help you run a report by location in QuickBooks Desktop.

 

You can pull up a specific report and customize it to add the location column. Also, you can filter your report to track the service by location. I'll show you how.

 

  1. Go to the Reports menu.
  2. Select the specific reports you want to run.
  3. Click the Customize Report button.
  4. In the Display tab, checkmark the Location to add a column for location.
  5. Go to the Filter tab, then select the Location and enter the city you want to track on the location box.
  6. Once done, hit OK.

 

Repeat the same process for the other location. Then, you can export your report to Excel and from there you can combine the information.

 

You can check this article about customizing the report: Customize reports in QuickBooks Desktop 

 

In addition, you can visit our Help articles page for reference in case you want to learn some tips on managing your QuickBooks Desktop.

 

Don't hesitate to drop your comment below if need further assistance with the reports. Have a nice day!

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